View All (18) Articles Tagged As:  Family Legacy

Prepare your family to receive assets

It's vital to prepare family to receive assets

I’ve heard it said many times now and in various ways, but the principle is the same: we should prepare our families to receive assets. Too many times, I see families who work hard—incredibly hard—to build a portfolio of assets. The majority of their waking hours and working years are in  »  Read More

Category: Legacy Continue »

Are You Planning for Generations?

A legacy advisor helps a family plan for generations

It used to be that as a financial advisor you were doing great if you worked with your client, planned a good retirement for them and an inheritance for the children and maybe even the grandchildren. But those days are changing, giving rise to a new field of expertise: the legacy advisor. Consider  »  Read More

Category: Legacy Continue »

Defining a Life Well Lived—Everyday Legacy

The measure of a life well lived includes the everyday actions and stories

A study on leaving a legacy found most people evaluate a life well lived in terms of loving relationships and social impact rather than money. Forbes contributor Richard Eisenberg summed up some of the Bank of America Merrill Lynch/Age Wave study’s key findings in an article, also mentioning  »  Read More

Category: Legacy Continue »